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Technology Stocks : COMS & the Ghost of USRX w/ other STUFF -- Ignore unavailable to you. Want to Upgrade?

To: Pullin-GS who wrote (10710)	12/15/1997 2:31:00 PM
From: Moonray	Respond to of 22053

A Foolish look at Cabletron: HOW DID IT FIND TROUBLE? A late 1996 promotional video shows a scrappy boxer labeled "Cabletron" pummeling the heck out of a flabby boxer called "Cisco." Unfortunately for Cabletron, this negative ad did nothing to attract new customers. Concentrating too much on going head-to-head with Cisco rather than sticking to its knitting and building a comprehensive, end-to-end line of network products is the principal reason why Cabletron has been flailing at the air lately. Investors are concerned that the company has under-invested in research and development and acquisitions -- meaning that its product line is not robust enough to compete with industry heavyweight Cisco Systems (Nasdaq:CSCO - news) nor with its other arch-rivals, 3Com (Nasdaq:COMS - news) and Bay Networks (NYSE:BAY - news) . Two quarterly earnings warnings in a row after an unblemished earnings track record since the 1989 initial public offering have absolutely destroyed investor confidence. Given the shape that the company is in, it seems unlikely that it will be back to its fighting weight anytime soon. fool.yahoo.com o~~~ O